Happy National Doctors’ Day!

We love to celebrate our doctors every day. Throughout this last year, we have celebrated some awesome highs and seen some unimaginable lows alongside our clients and their families. We’ve come to think of many of our clients as family and find ourselves so privileged to work with them every day. For that reason, we wanted to take some time today to share why we started working with doctors and why we continue to assist them with achieving their financial goals.

Why We Started Working with Doctors:

We have seen doctors struggle with debt and overspending, coming out of residency.
- Many doctors have said they have a feeling that they are so buried in debt they can’t get out!
- We’ve heard over and over that they are wanting to indulge after years of training.
Doctors are some of the highest educated professionals and yet we have found they receive little to no education on how to manage their debt, income, benefits, or asset protection.
- We wanted to provide doctors with peace of mind so that when they are helping patients they don’t have to worry if they are putting enough money away to retire.
We have a desire to protect what doctors have been working so hard for, in case a tragedy were to happen.

Our Goal has always been to provide doctors with “More Time, More Money, Less Stress.”

More Time
- We want doctors’ money to work for them and are more than happy to put in that work so they can focus on helping others stay healthy.
- We help our clients make informed decisions about right investments and manage these investments so our doctors can worry about their patients, not their portfolios.
More Money
- We do individualized budgets for our doctors so that they feel confident in their spending and their savings whether it’s for their dream home, vacation, children’s education, or retirement.
Less Stress
- We are privileged to be able to provide protection for the “what-ifs” doctors face so they can rest easier at night.
- With our full concierge experience, doctors can rest easy knowing we’re a phone call away.

Why we feel privileged:

We asked our team why they love working with doctors and the reasons are endless!
- Doctors like to learn - just like us!
  - We love being able to teach them the stepping stones to financial success.
  - A better educated client is a better client.
- We are happy to help keep our doctors financially healthy as they keep us physically healthy.
- We like the challenges; each doctor has their own unique financial situation.
  - Doctors’ finances are typically more complex with more debt, student loan forgiveness options, more cross country moves, and a higher need for asset protection than the average American.
- We love our clients-
  - They are so wonderful to work with
  - They are always happy to talk with to us
  - They feel like family
  - We love getting to have them in the office (we can’t wait to have them back when it’s safe!)

Doctors take such good care of us when we need it most; we want to give them the same experience when they come to us. “We could never say it enough: Thank you, Doctors, for all you do for us!” - Katherine Vessenes, JD, CFP®. We hope you are feeling loved and blessed today, as we honor all that you do and why we are so proud to work with you.

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CONTACT US

1-888-256-6855

Info@MDFinancialAdvisors.com

Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.